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Live Oak Bancshares
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Overview Fund Activity

221 hedge funds and large institutions have $802M invested in Live Oak Bancshares in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
85
Reduced
48
Closed
34
Calls
$1.47M
Puts
$490K
Net Calls
+$983K
Net Calls Change
+$1.08M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$15.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.41M
3
Citigroup
Citigroup
New York
+$6.38M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$80.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.1M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$13.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.86M
5
TAM
Trillium Asset Management
Massachusetts
-$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$519K +19,457 +101%
CCIA
77
Campbell & Co Investment Adviser
Maryland
$1.02M +$1.02M +38,385 New
Verition Fund Management
78
Verition Fund Management
Connecticut
$1.02M +$844K +31,662 +478%
Federated Hermes
79
Federated Hermes
Pennsylvania
$1.02M -$49.3K -1,851 -5%
AllianceBernstein
80
AllianceBernstein
Tennessee
$996K -$14.6K -548 -1%
Legal & General Group
81
Legal & General Group
United Kingdom
$993K -$39.3K -1,471 -4%
Rafferty Asset Management
82
Rafferty Asset Management
New York
$972K -$237K -8,885 -20%
HA
83
Homestead Advisers
Virginia
$909K -$2.37M -88,900 -72%
MML Investors Services
84
MML Investors Services
Massachusetts
$899K +$173K +6,503 +24%
SEI Investments
85
SEI Investments
Pennsylvania
$899K +$291K +10,907 +48%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$895K – – –
JF
87
Jump Financial
Illinois
$817K +$817K +30,637 New
Point72 Asset Management
88
Point72 Asset Management
Connecticut
$813K -$1.16M -43,620 -59%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$791K +$59.3K +2,225 +8%
ACP
90
Aviance Capital Partners
Florida
$790K +$790K +29,615 New
Osaic Holdings
91
Osaic Holdings
Arizona
$767K +$72.9K +2,736 +11%
LFAS
92
Level Four Advisory Services
Texas
$731K +$212K +7,968 +41%
Stifel Financial
93
Stifel Financial
Missouri
$713K +$105K +3,946 +17%
Principal Financial Group
94
Principal Financial Group
Iowa
$705K +$7.95K +298 +1%
Creative Planning
95
Creative Planning
Kansas
$701K +$465K +17,444 +197%
VF
96
Virtu Financial
New York
$657K +$657K +24,651 New
A
97
AlphaQuest
New York
$633K +$570K +21,375 +897%
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
$617K +$244K +9,181 +65%
IIM
99
INTECH Investment Management
Florida
$615K +$189K +7,095 +44%
ECM
100
ExodusPoint Capital Management
New York
$608K +$608K +22,787 New
2 3
4
5 6